Estates Solution and Advice Representative
TD Bank
Mississauga, ON
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Department Overview

What does a progressive career look like at TD? For starters, we believe in forward-thinking leadership and insights. TD aims to stand out from its peers by having a differentiated brand – anchored in our proven business model, and rooted in a desire to give our customers, communities and colleagues the confidence to thrive in a changing world.

It is our People who make the difference in the dynamic and diversified businesses of Money-In Customer Service. Our culture of engagement, development and recognition of accomplishments of our colleagues, has crafted an environment where individuals are inspired to exceed business objectives.

Are you thinking about jump-starting your career in TD?

Consider building & developing your skills within TD Personal Banking Delivery Excellence – Estates Centre of Excellence (ECoE).

The Estates Centre of Excellence (ECoE) within Personal Banking Delivery Excellence is a centralized department dedicated to providing guidance in the settlement of Estate files nationwide for Executors and business partners and customers while ensuring legendary customer and partner experiences. We work in an exciting, fast paced environment; our commitment is to be knowledgeable Estates experts delivering compelling value for our customers and business partners. The Estates Centre of Excellence works directly with Executors and supports TDCT Retail Branches, Direct Investing, Financial Planning and Private Investment Advice. We also work closely with Private Trust by referring executors to their team of experts who can provide professional executor services.

We are focused on innovation and data insights in the enablement of speed, agility and the ability to deliver legendary service to both our partners and customers, with teams located in Mississauga and Montreal.

Job Description

This position is a customer-facing role and is the first point of contact in the Estate administration process for Executors and our business partners.
Estate Solutions and Advice Representative would be responsible for communicating over the phone and coordinating the settlement of Estates in conjunction with Executors and/or Beneficiaries.
You will have experience balancing sensitive situations in a compassionate and patient manner. We also find opportunities to engage the appropriate TD lines of business (Financial Planners, Investment Advisors, Trust Officers etc.) to provide Executors and Beneficiaries with in depth financial advice. Reviewing Wills, estate disbursements, and other key estate documentation and ensuring it has been completed in accordance with legislative and provincial rules and regulations is also a requirement of this role. Encouraging positive customer and partner relationships will be the key to success in this role.

Job Requirements

What your experience, knowledge and skills encompass:
The successful candidate must be a considerate and hardworking individual who communicates clearly and professionally. They should be diligent to ensure we are guiding our customers appropriately in such a sensitive time, as well as to mitigate any risk to the bank.

Ability to thrive in a high volume and fast paced environment
Superior customer service and problem resolution skills
Ability to engage customers and provide needs-based solutions
Strong interpersonal and relationship building skills
Excellent verbal and written communication skills
Shown time-management, prioritization and multitasking abilities to balance own workflow and meet established Service Level Agreements
Proven ability to remain resilient and positive in difficult and sensitive situations
Ability to adapt to changing requirements and embrace new processes and technology improvements
Be an outstanding teammate, we are a team that learns from each other in the pursuit of legendary service for our customers, interact and coordinate with multiple TD partners on behalf of the customer
CETA 1 accreditation within 6 months to 1 year in role is an asset
Successful completion of the Investment Funds Institute of Canada (IFIC) is an asset.
Retail and Wealth knowledge is an asset

Additional Information

This role requires the incumbent to be flexible to meet multiple shift requirements based on business needs. Monday-Friday: 8am to 8pm; Saturday: 9am to 5pm

Bilingual French/English considered a strong asset.


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Job FamilyGeneral
Job Category - Primary

Commercial Banking

Job Category(s)Commercial Banking


Business LineCorporate
Time Type

Full Time

Employment TypeRegular


**Province/State (Primary)Ontario
City (Primary)


Work Location4880 Tahoe Boulevard